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Northeast Financial Consultants’s Watts Water Technologies WTS Stock Holding History

Northeast Financial Consultants’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,663
Closed -$232K – 391
2022
Q1 		$232K Buy
+1,663
New +$261K 0.01% 349

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Kayne Anderson Rudnick Investment Management
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northeast Financial Consultants's WTS Position: Q2 2022 in Review

Northeast Financial Consultants sold out of Watts Water Technologies (WTS) in Q2 2022, closing a stake of 1,663 shares — an estimated $232K sold.

Northeast Financial Consultants first reported a position in WTS in Q1 2022 and held it in 1 quarter. The position peaked at $232K in Q1 2022. 300 funds tracked by Wall St. Rank hold WTS as of Q2 2022.

  • Northeast Financial Consultants reported no remaining Watts Water Technologies position as of Q2 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 1,663 Watts Water Technologies shares in Q2 2022, an estimated $232K.
  • Northeast Financial Consultants first reported a position in Watts Water Technologies in Q1 2022 and held it in 1 quarter.
  • Northeast Financial Consultants's Watts Water Technologies position peaked at $232K in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2022.

Based on Northeast Financial Consultants's 13F filing for Q2 2022, filed 12 Aug 2022.